Bolsonaro Leads Socialist Lula As "Huge Bet" On Right-Wing Victory Fuels Brazil ETF Options Frenzy

Citi Calls Aerospace, Defense Stocks "Close To Major Tactical Bottom" After Brutal Selloff US aerospace and defense stocks have been tracking lower as Polymarket odds assign Democrats a higher chance of taking the Senate. The chart below shows the S&P 500 Aerospace & Defense index approaching bear-market territory, down roughly 20% from its summer high, as Polymarket's implied probability of Democratic Senate control topped 64%. A nearly 20% slide in aerospace and defense stocks is drawing interest from trading desks looking to buy the dip, though stepping in now risks catching a...

Musk, Luckey And Gingrich Walk Into The Pentagon: Hegseth Unveils "Project Meridian" As Defense Stocks Suffer Record Losing Streak What do you get when you put the world's first trillionaire, the man who builds killer drones in Ohio, and a former House Speaker in a room and ask them to design the next century of warfare? According to Pete Hegseth, you get "Project Meridian." In a sprawling "State of the Force" address to junior officers and enlisted troops at Marine Corps Base Quantico on Wednesday, the Secretary of War announced that...

Qatar & The US Warn EU Of Gas Crunch Over Methane Regulation Authored by Irina Slav via OilPrice.com, Major LNG suppliers say the EU’s methane regulations are too burdensome to comply with and could lead to reduced gas supplies. The U.S. and Qatar contend that tracking methane emissions across complex gas supply chains is technically difficult or impossible. With nearly 60% of its LNG imports coming from the U.S., the EU risks straining relations with key suppliers as it pursues stricter climate policies. The United States and Qatar have once again warned the European...